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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
3026
MTM Investment Management
South Carolina
$169K +$10.5K +20 +7%
WFS
3027
Widmann Financial Services
Maryland
$166K +$160K +304 New
IF
3028
Integrity Financial
Wyoming
$165K -$19.5K -37 -11%
AWM
3029
AllSquare Wealth Management
New York
$165K – – –
EPW
3030
Evergreen Private Wealth
Colorado
$165K – – –
AWM
3031
Aberdeen Wealth Management
Illinois
$164K -$355K -676 -69%
CAM
3032
Clarity Asset Management
Iowa
$160K – – –
ACM
3033
Anfield Capital Management
California
$155K +$11.6K +22 +8%
SCA
3034
Stuart Chaussee & Associates
California
$154K +$123K +233 +476%
PCTC
3035
Perkins Coie Trust Company
Washington
$149K – – –
DF
3036
DecisionPoint Financial
Arizona
$149K +$28.9K +55 +26%
HIIFS
3037
Harel Insurance Investments & Financial Services
Israel
$143K +$138K +262 New
LFASL
3038
Lugano Financial Advisors SA (LFA)
Switzerland
$141K – – –
WWM
3039
Wolff Wiese Magana
California
$138K – – –
WCM
3040
Westend Capital Management
California
$138K – – –
BCM
3041
Blume Capital Management
California
$137K – – –
MCM
3042
Mill Capital Management
North Carolina
$137K – – –
DF
3043
Dunhill Financial
United Kingdom
$133K +$38.9K +74 +44%
WCM
3044
Weaver Capital Management
Georgia
$131K +$526 +1 +0.4%
MM
3045
Main Management
California
$129K – – –
BIA
3046
Bell Investment Advisors
California
$128K +$526 +1 +0.4%
MWA
3047
MFA Wealth Advisors
Pennsylvania
$120K +$115K +219 New
FFL
3048
Financial Freedom LLC
Ohio
$117K – – –
CTC
3049
Cetera Trust Company
Minnesota
$115K – – –
CAM
3050
Costello Asset Management
Pennsylvania
$109K – – –
120 121
122
123 124